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Morningstar

Morgan Stanley Insight I CPODX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 28.49  /  1.39 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 37%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:13 PM GMT+0

Morningstar’s Analysis CPODX

Will CPODX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CPODX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CPODX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CPODX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Morgan Stanley Insight I’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CPODX

More CPODX Holdings
  • Current Portfolio Date
  • Equity Holdings 30
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 58.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Uber Technologies Inc

7.10
102,197,782
Technology

The Trade Desk Inc Class A

7.07
101,709,177
Technology

Cloudflare Inc

6.74
97,063,066
Technology

Shopify Inc Registered Shs -A- Subord Vtg

6.54
94,130,958
Technology

Snowflake Inc Ordinary Shares - Class A

5.96
85,842,532
Technology

DoorDash Inc Ordinary Shares - Class A

5.61
80,806,050
Communication Services

Airbnb Inc Ordinary Shares - Class A

4.96
71,424,254
Consumer Cyclical

BILL Holdings Inc Ordinary Shares

4.85
69,802,476
Technology

Tesla Inc

4.70
67,709,782
Consumer Cyclical

Global E Online Ltd

4.65
66,991,784
Consumer Cyclical